Lisa M. Gray, CPA, CGMA

Principal

E LGray@bgm360.com

P 952.844.2500

D 781-762-6272 ext. 206

Lisa M. Gray, CPA, CGMA

Principal

Lisa M. Gray is a Principal at BGM with more than 30 years of public accounting experience. She provides tax preparation and planning services to closely held businesses and professionals, individuals, and estates and trusts.

Lisa serves businesses across a range of industries, including construction and contracting, real estate, manufacturing, and professional services. She combines technical expertise with practical, client-focused guidance. Lisa develops long-term client relationships and delivers insightful solutions tailored to each client’s needs.

Areas of Expertise

Education, Credentials, & Honors

Certified Public Accountant (CPA) in Massachusetts
Master of Science in Business Administration, Concentration in Accounting, Magna Cum Laude, Stonehill College
Minor in Management Information Systems, Stonehill College

Affiliations

Member, American Institute of Certified Public Accountants

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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